Legendary Payments: Outbound payments native to Salesforce
Send and track vendor payments without leaving Salesforce
Overview
Send vendor payments without ever leaving Salesforce. There's no separate portal to log into, status updates on its own, and you can pay in bulk or resend a failed payment in one click. Simple, and right where your team already works.
Payee Onboarding: Submit a payee to your provider, send an invitation, and check their status, all from the payee record.
Automatic Batch Grouping: Payments group into batches by provider, currency, and payer, so one submission sends many at once.
Payment Status Tracking: Check status at the batch or payment level on demand, with updates written back to Salesforce records.
One-Click Resubmit: Resubmit a failed payment in one click. The original keeps an audit note, so you never pay twice.
Bulk Payee Sync: Pull every payee from your provider into Salesforce in one background job. Ideal for first-time setup.
Mass List-View Actions: From a list view, submit or invite many payees, and check status on payees or payments in bulk.
Built For Real-World Payouts: Multiple payer entities, multi-currency batches, and links from payments to Orders, Invoices, or any record.
Flexible Provider Setup: Connect Tipalti in Sandbox or Production, sync your payers, and link payees to Accounts or Contacts.
Enterprise Security: Field-level and object-level security on every operation. OAuth APIs via Named Credentials. No third-party dependencies.
Legendary Payments brings outbound payments directly into Salesforce. Onboard vendors, send payments, track status, and resubmit failed payments, all without leaving your org. Onboard payees from any Account or Contact, send provider invitations, and check their status as they finish setup. Create payments from a Payee, Account, or Contact, and submit them together as a batch. Check payment status on demand at the batch or payment level, with updates written back to Salesforce. Resubmit a failed payment in one click. The original keeps an audit note, so there is no risk of paying twice. Built for real-world payouts: multiple payer entities, multi-currency batches, automatic batch grouping, mass list-view actions, and bulk payee sync from your provider. Flexible provider setup lets you connect Tipalti in Sandbox or Production and sync your payers. Payees link to an Account or Contact, and payments can link to another record, such as an Order or Invoice, so status flows back to it. Secure by design with field-level and object-level permission checks on every operation. Built on Lightning Web Components with OAuth-based provider APIs via Named Credentials.
Categories
- Business Needs
- Accounting
- Industries
- Horizontal ProductFinancial ServicesProfessional Services
- Personas
- AdministratorBusiness Operations ManagerBusiness User
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile